ETF Holders

Who owns ZJAN?

Buffer or defined outcome

Innovator Equity Defined Protection ETF - 1 Yr January · Innovator

63 institutions reported holding ZJAN, worth $51.2M, in Form 13F filings for June 30, 2026.

13F holders
63
Institutional value
$51.2M
Change from prior quarter
+28.2%
+$11.3M, with price moves
New and sold-out firms
7 / 5
10 added, 18 trimmed

Top 10 institutional holders of ZJAN

FirmLocationValueSharesChange
NewEdge Advisors, LLCNew Orleans, LA$8.7M311,842+38,959 shares
Archer Investment CorpCarmel, IN$6.6M236,258+118,129 shares
Mutual Advisors, LLCOmaha, NE$2.3M81,097−19 shares
Osaic Holdings, Inc.Scottsdale, AZ$2.1M76,671−495 shares
Raymond James Financial Inc.St. Petersburg, FL$1.7M62,385+12,388 shares
Commonwealth Equity Services, LLCWaltham, MA$1.7M60,398−8,158 shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsWestlake, OH$1.5M55,133−11,161 shares
HighTower Advisors, LLCChicago, IL$1.4M50,853No change
Cetera Investment AdvisersSchaumburg, IL$1.3M48,082−99 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$1.3M47,110+24,524 shares
53 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns ZJAN?

63 institutional managers reported holding ZJAN in Form 13F filings for June 30, 2026, worth $51.2M in total. The largest reported position was held by NewEdge Advisors, LLC, at $8.7M.

Did institutions buy or sell ZJAN last quarter?

Reported 13F value rose 28.2% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is ZJAN ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.